Expanding Power Infrastructure and Demand Will Shape the Clean Energy Landscape

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

13 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.0%

7D

-1.0%

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1Y

6.0%

7D

-1.0%

You can edit this narrative until Dec 14 8:06 PM. Then, changes will post as Updates.

Author's Valuation

US$136.1815.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 Dec 25

Fair value Decreased 0.94%

DUK: Southeast Data Center Demand Will Drive Long Term Earnings Upside

Analysts modestly trimmed their fair value estimate for Duke Energy to approximately $136 per share from about $137, citing slightly lower long term profitability assumptions. At the same time, sector wide enthusiasm around regulated utilities and data center driven load growth supports a higher range of Street price targets clustered around $135 to $143.

Shared on 27 Nov 25

Fair value Increased 0.17%

DUK: Expanding Southeast Demand Will Drive Improved Earnings Prospects Ahead

Duke Energy's analyst price target has modestly increased by approximately $0.24 to $137.47. Analysts cite steady portfolio improvements, constructive regulatory developments, and supportive sector fundamentals as factors driving valuation adjustments.

Shared on 09 Nov 25

Fair value Decreased 0.27%

DUK: Upgraded Balance Sheet and Southeast Demand Will Support Stable Returns Ahead

Duke Energy's analyst price target was modestly reduced to $137.24 from $137.60, as analysts point to ongoing improvements in revenue growth and profit margins. This was partially offset by a higher discount rate and recalibrated future valuation multiples.

Shared on 25 Oct 25

Fair value Increased 3.04%

Duke Energy's analyst price target has been raised from approximately $134 to $138. Analysts cite robust utility sector performance and expanding growth opportunities supported by increasing data center demand and favorable regulatory dynamics.

Shared on 10 Oct 25

Fair value Increased 1.17%

Analysts have increased their fair value estimate for Duke Energy from $132 to approximately $133.54 per share. They cite optimism around the company’s regulatory recovery mechanisms, robust service territory growth, and favorable long-term prospects in key markets.

Shared on 04 Sep 25

Analysts maintain a positive outlook on Duke Energy due to its underappreciated nuclear assets, strong renewable growth, robust Carolinas load growth, and discounted valuation relative to peers, resulting in an unchanged consensus price target of $132. Analyst Commentary Bullish analysts cite Duke's long-term nuclear assets as underappreciated and positive guidance for large-scale renewables and residential solar.

Shared on 07 May 25

Fair value Increased 4.55%

Shared on 30 Apr 25

Fair value Decreased 0.31%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$136.18

15.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.74%

Electric Utilities revenue growth rate

0.16%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$6.07b

Earnings '28

x

21.44x

PE Ratio '28

=

US$130.13b

Market Cap '28

US$130.13b

Market Cap '28

/

781.27m

No. shares '28

=

US$166.56

Share Price '28

US$166.56 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$136.13

Fair Value '25